Jeffrey Parker is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Brueggers' Bagels and is involved in a talent agency where he occasionally acts and models. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Ethan Lex is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at ELEEO Brands, Capital City Financial Partners, and Relational Wealth Management. Prior to his advisory career, he spent four years at the University of South Carolina and six years at Madeira City Schools. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colleen Rittenhouse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including model portfolios and third-party advisory platforms.

John Kuntz Jr. is a financial advisor with J.P. Morgan Securities based in Norwood, OH, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He previously worked at Fidelity Investments for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Seth Adamson is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation with 10 years of industry experience. He previously worked at Fifth Third Securities, Inc. from 2013 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

John Terlau is a CFP® professional with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2017. Prior to joining LPL, he spent nine years at Ross, Sinclaire & Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Dave Dettmer is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1999. His current role involves collaborating with clients to organize, plan, and manage their financial resources, focusing on retirement planning, investment strategies, tax-efficient investing, and estate considerations. Over his career at Fidelity Investments, Dave has held various positions including Director, Relationship Manager; Income Planning Consultant; Senior Investment Consultant; and Investment Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dave engages in family activities, fitness, parenthood, tennis, traveling, and volunteering.

Raymond Scacchetti is a CFP® with 37 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a power of attorney for his mother, overseeing account due diligence. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bianca Wilson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior career includes roles at Spectrum Enterprise, Colorado Technical University, T-Mobile USA, and a self-employed venture called Awesome Paws. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, management of multiple registered investment companies, and incorporation of AI and advanced technologies in its investment process.

Alexander Rinehart is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to joining UBS, he worked at Jezerinac Geers & Associates for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers research and analytics from its Chief Investment Office and UBS Global Research to support client portfolios.

Jennifer Martinez is a financial advisor with Fidelity Investments, holding a Series 66 designation. She began her advisory career in 2025 and has prior experience in various roles outside the financial industry, including positions at UPS, Amazon, and FedEx. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Nathan Price is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at SLB (formerly Schlumberger) for five years and served in the United States Marine Corps Reserves for four years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and ETPs.

Alexander Fox is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has been involved with several businesses including LouVino, where he continues to have an outside role. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm employs a model-driven investment approach, providing access to third-party asset managers and offering financial planning, brokerage, and insurance services through its affiliated entities.

William Kopp is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, he worked in various roles including positions at Bessler Auto Parts and Blair Technology Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Brittany Reynolds is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized financial plans aimed at achieving long-term goals. She emphasizes a holistic approach to investment consulting, working closely with clients to visualize and pursue their financial objectives. Prior to her current role, Brittany gained experience as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2024 and served as a Premier Client Relationship Consultant at U.S. Bank between 2016 and 2021. She holds insurance licenses for Arkansas and California.

Lee Benmlouka is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the finance committee for St. Ursula Villa Grade School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets services.

Jairus Houchen-Wilder is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as an Investment Solutions Representative at Fidelity Investments from 2022 to 2025. In his current role, Jairus partners with clients to develop personalized financial plans centered on their priorities and family needs. His approach includes gaining a detailed understanding of clients' situations to implement customized strategies such as tax-efficient investing, retirement planning, and tailored investment plans. Jairus holds an Arkansas Insurance License. Additional information regarding his education or personal interests has not been provided.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Protective Life and Concourse Financial Group Securities for a decade before joining Cetera in 2025. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Jacquelin Kunkel is a CFP®-designated financial advisor with 37 years of industry experience. She has worked at UBS Financial Services since 2017, following eight years at Bank of America and a 29-year tenure with Merrill. She serves as co-trustee of the V.R. Special Needs Trust. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through a wide range of offerings including fee-based financial planning and discretionary portfolio management.

Andrew Tedesco is a CFP® professional with 26 years of industry experience, currently advising at LPL Financial since 2024. He spent 24 years at Lincoln Financial Advisors prior to joining LPL. Tedesco is involved with Dougherty Tedesco & Associates, a non-variable insurance business based in Cincinnati, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.